EXECUTIVE ASSISTANT - INVESTMENT SERVICES CLIENT

(6-MONTH INITIAL CONTRACT WITH POTENTIAL FOR EXTENSION OR PERMANENT CONVERSION)

Remote until 9/21, then will work onsite in the San Francisco, CA office.

The ideal candidate will have: Strong Microsoft Outlook, Salesforce, Excel, Office 365 (OneDrive, etc.), and Concur experience. Use of Egencia for travel expenses is a plus. This person will be the hiring manager's proactive strategic partner. They will manage a packed and fast moving calendar for the department and have a high degree of initiative. You should have self-accountability and inner drive as this is a high-impact role that requires comfortability and adaptability with various technological systems and software for this fast-paced client-facing role supporting investment services professionals.

REQUIREMENTS

• 4+ Years Administrative or Executive Assistant Experience with a preference for a financial services background
• Strong Microsoft Outlook and Excel experience, OneDrive, Concur, Egencia, Salesforce, and WebEx/Zoom coordination experience
• This candidate should have strong learning capabilities, demonstrated ability to be a fast learner, and the know how to be a strong-process oriented thinker. They should also be able to pivot between tasks, and have very strong attention to detail.
• Additional soft skills include: Being able to interact with Senior Executives, maintaining a professional appearance, as well as demonstrating the ability to be well-spoken and well-written.